SMART Day / SMART Week
A structured time-blocking method designed to align daily and weekly actions with strategic goals, ensuring focus on high-impact tasks.
Task Management Matrix
A tool for prioritizing tasks based on urgency and importance to reduce overwhelm and improve decision-making.
Activity Inventory Worksheet
Helps team members audit how they’re spending time daily/weekly and identify which activities can be delegated, automated, or eliminated.
Technology Success
A role clarity document outlining success metrics, daily responsibilities, and expected outcomes.
1 On 1 Coaching Form
Template for regular employee-manager check-ins to track goals, obstacles, and development areas.
Personal Professional Financial
Framework for setting personal, career, and financial goals—often used in coaching and quarterly planning.
Email Management Sheet
A guide for organizing and handling email efficiently, including folder structure, response expectations, and automation tips.
Executive Assistant Template
A daily/weekly planner for EAs to help manage CEO or exec-level priorities, calendar, and tasks more effectively.
Impact / Effort Analyzer
A framework to rank initiatives or tasks by their potential impact and effort required—ideal for prioritizing projects.
Responsibility Matrix Template
RACI-style matrix defining who is Responsible, Accountable, Consulted, and Informed for each task or project.
Job Description: Executive Assistant
A ready-to-use JD for hiring a high-performing EA, aligned with company culture and SMART frameworks.
ChatGPT Job Description Generator
A prompt-based system to generate clear, optimized job descriptions based on role requirements.
10 Culture Interview Questions
Questions designed to assess a candidate’s alignment with company values and mission, not just their skills.
Interview Scoring Calculator
A weighted tool to objectively rate candidate performance during interviews, helping reduce hiring bias.
External Job Description Template
A customizable template for public job listings, formatted for platforms like LinkedIn or Indeed.
30 / 60 / 90 Example: Sales Director
A milestone-based ramp-up plan for new sales leaders, defining goals for the first 3 months.
Job Offer Template
A professional offer letter format outlining compensation, expectations, and company policies.
Onboarding Checklist
A step-by-step checklist to prepare everything before a new hire’s first day—equipment, accounts, and key documents—to ensure a smooth and professional start.
Sales Interview Questions
Targeted questions to evaluate sales candidates on skill, culture fit, and problem-solving ability.
Employee Compensation Guide
A structured framework for how compensation is determined—transparent and role-based.
Performance Improvement Plan Template
Structured plan for addressing underperformance, with goals, timelines, and consequences.
Operations
Business Operation Systems
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Meeting & Communication Resources
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Weekly Meeting Template
Agenda framework to keep weekly team meetings productive and aligned with KPIs.
KPI Examples
Sample metrics across departments (sales, ops, marketing, etc.) to track company performance.
Company Scorecard
A dashboard-style document to track weekly team metrics and keep the team focused on leading indicators.
Annual Plan Preparation
Tools to guide strategic planning for the year—includes vision, priorities, targets, and budget planning.
Annual Plan Template
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Standard Operating Procedure Template
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
How To Create an SOP
Tools and visuals for documenting repeatable processes across the company.
SOP Flowchart Example
Tools and visuals for documenting repeatable processes across the company.
Process Library
A central, indexed hub for storing all SOPs and playbooks.
Change Management Template
A guide to rolling out major changes (tech, org, strategy) with clarity and team buy-in.
Sales CRM Pipeline
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Sales
Sample Sales Manager Schedule
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Sales Team CRM Pipeline SOPs
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Contact Simply CRM ChatGPT Prompt
CRM tools and custom prompts to automate contact management and sales operations.
Sign Up For Contact Simply CRM
Direct link to get started with Contact Simply—our recommended CRM for small business owners. Designed to simplify lead tracking, pipeline management, and client communication, all in one place
Sales Interview Questions
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Sales Interview Scorecard
Scoring rubric for interviewers to assess and compare sales candidates fairly and consistently.
Sales Manager Job Description
Clear descriptions of responsibilities and expectations for these sales roles.
Sales Specialist Job Description
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Website Blueprint
A wireframe or layout guide for building a high-converting, scalable business website.
Contact Simply CRM
Our leadership training helps you reclaim your time, make better decisions, and operate from your zone of genius—not your inbox.
Accounting Proficiency Test
A screening test to assess applicants’ knowledge of bookkeeping and accounting principles.
Why Is Accounting Important?
Educational content explaining the role of accounting in business decision-making.
6 Essential Reports
The key financial reports every business owner should understand (e.g., P&L, balance sheet, cash flow).
What Goes Into Each Account?
A cheat sheet or explainer for classifying income and expenses into the proper chart of account categories.
Terms To Know
Glossary of essential accounting and finance terms.
Back Office Support
Tools and benchmarks for hiring and compensating admin, finance, and ops support teams.
Back Office Compensation Plans
Tools and benchmarks for hiring and compensating admin, finance, and ops support teams
Reading Financial Data
Guide on how to interpret financial reports to make data-driven decisions.
Financial Calculators
Tools for budgeting, analyzing profitability, and measuring gross profit per employee.
What To Check Daily
A daily financial health checklist (e.g., bank balances, receivables, cash flow).
Accounting Key Metrics
Critical KPIs like gross margin, net profit, A/R aging, and burn rate.
Budgeting & Forecasting
Framework for planning future expenses, revenue, and growth projections.